Actions Performed on Records | Zoho CRM on Android

Actions Performed on Records

Convert Leads 

Once the lead status has reached a certain stage, (i.e. when there is a chance of further negotiations), it can be qualified as a potential. You can then convert the lead into an account, contact, and potential.


To convert a lead

  1. Tap the Leads module. All the leads in the selected list view will be listed.

  2. Tap the record that you want to convert.

  3. Tap the Convert icon (the inverted arrow).

  4. In the Convert Leads screen, specify the necessary details.

  5. Tap CREATE NEW DEAL to add a deal. Uncheck the box, if you do not want to associate with the deal.

  6. Tap the tick icon.
    The lead will be converted and will be available in the Converted Leads list view.


Clone Records 

You can clone a record edit a few details in it, and further save it as a new record.


To clone a record

  1. Go to the module.

  2. Tap on a record you want to clone.

  3. Tap the icon and then tap Clone.


Edit records

Update newer information or make changes to the existing CRM records by editing them.


To edit a record

  1. Go to the module.

  2. Tap the record and tap the icon. Make the required changes to the fields.

  3. Tap the icon


Delete records

Remove records permanently from the CRM, by deleting them.


To delete a record

  1. Go to the module.

  2. Tap the record.

  3. Tap the icon and then Delete.

Upload Photos

For Leads and Contacts, you can upload an image by taking a photo or using an existing photo on an Android device.

To upload a photo

  1. Go to the Leads or Contacts module.

  2. Tap the record to which you want to upload a photo.

  3. Tap the icon

  4. Tap Upload Photo.

  1. Tap Take Photo or Gallery to upload.

Attach Files

Attach files to records to provide additional information on the lead and their buying progression.


To attach files

  1. Go to the module (Leads, Accounts, Contacts, etc.).

  2. In the record's Related section, tap the Add (+) icon against Attachments.

  3. Select an option from Upload from the pop-up and attach the required file.
    You can also upload from third-party apps like Dropbox, Google Drive, etc.
    You can attach files of a maximum of 20 MB.

  1. Tap Upload.

Record Voice Notes

You can record your conclusions on a recent demo for a prospect or capture your thoughts about a meeting with a client through Voice Notes. You can associate these audio files with your records and download them whenever you need them.


To record Voice Notes

  1. Go to the Leads, Accounts, Contacts, Potentials, Cases, Vendors, Products or Quotes module.

  2. Tap a record to which you want to add voice notes.

  3. Against Notes, tap the Voice Note icon.

  1. In the Voice Note popup, tap Record to start and stop recording your note.

  2. Once you stop recording, enter the title and description for the voice note.

  3. Tap Save.

View meetings in monthly view

For the meetings, you can view the list of records in two types of views: List View and Month View.


To view meetings in a month view

  1. Go to the Meetings module.

  2. In the Record List page, toggle between the Calendar View and List View to see the events.

Associate Related Records
You can create and associate the following to the various records from the Android phone:


What can be associated


Notes, Tasks, Attachments, Products, Events, Calls


Notes, Contacts, Tasks, Attachments, Deals, Events, Calls, Products, Quotes, Sales Orders, Invoices, Cases


Notes, Calls, Attachments, Deals, Tasks, Events, Products, Cases, Quotes, Sales Orders, Purchase Orders, Invoices


Notes, Tasks, Calls, Attachments, Events, Products, Quotes, Sales Orders, Cases


Notes, Price Books, Tasks, Events, Calls, Attachments, Cases, Solutions, Contacts, Leads, Deals, Accounts


Notes, Tasks, Events, Calls, Attachments


Notes, Attachments


Notes, Products, Purchase Orders, Contacts, Tasks, Events, Calls, Attachments


Price Books

Notes, Products, Attachments


Notes, Sales Orders, Tasks, Events, Calls, Attachments

Sales Orders

Notes, Invoices, Tasks, Events, Calls, Attachments

Purchase Orders

Notes, Tasks, Events, Calls, Attachments


Notes, Tasks, Events, Calls, Attachments


To associate related records

  1. Go to the module (Leads, Accounts, Contacts, etc.).

  2. Tap a record to which you want to associate events and tasks.

  3. In the Record Information page, tap the Meetings, Tasks, Notes etc. The list of records that are already associated will be listed.

  4. Tap on the record to view and edit the details.

  5. Tap the + icon to associate a record.

  6. Tap Add New to add a new associated record.

  7. Tap Assign to assign an existing record.

Search Records  

You can search for records to quickly fetch what you are looking for. Each module has a search tool which looks for records in the particular module.

To search records

  1. You can do a global search from the home screen of the Zoho CRM app or perform a search specific to the module of your choice.

  2. Go to the desired module.

  3. Tap the Search icon.

  1. Enter the text in the search box. As you enter, the matching records in the module will be listed.
    You can choose between My Records or All Records of your choice.


Record Shortcuts


Record shortcuts lets you add records to the home screen. This lets you access records quickly from your device's home screen.


To add a record as a shortcut

  1. In your Zoho CRM app, go to the module.

  2. Tap a record, and tap the icon.

  3. Tap Create Shortcut.

  4. In the Add to Home screen pop-up, tap Add automatically.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:



                              You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                  Manage your brands on social media

                                    Zoho Desk Resources

                                    • Desk Community Learning Series

                                    • Digest

                                    • Functions

                                    • Meetups

                                    • Kbase

                                    • Resources

                                    • Glossary

                                    • Desk Marketplace

                                    • MVP Corner

                                    • Word of the Day

                                      Zoho Marketing Automation

                                        Zoho Sheet Resources


                                            Zoho Forms Resources

                                              Secure your business
                                              communication with Zoho Mail

                                              Mail on the move with
                                              Zoho Mail mobile application

                                                Stay on top of your schedule
                                                at all times

                                                Carry your calendar with you
                                                Anytime, anywhere

                                                      Zoho Sign Resources

                                                        Sign, Paperless!

                                                        Sign and send business documents on the go!

                                                        Get Started Now

                                                                Zoho TeamInbox Resources

                                                                        Zoho DataPrep Resources

                                                                          Zoho DataPrep Demo

                                                                          Get a personalized demo or POC

                                                                          REGISTER NOW

                                                                            Design. Discuss. Deliver.

                                                                            Create visually engaging stories with Zoho Show.

                                                                            Get Started Now

                                                                                                • Related Articles

                                                                                                • Installing the CRM Mobile App

                                                                                                  Zoho CRM Mobile Edition allows you to access and work with your Online Zoho CRM data from anywhere on your iPhone, iPad, and Android phones. In other OS devices the web app can be accessed via mobile browsers like safari, chrome etc. One can perform ...
                                                                                                • Zoho CRM Analytics App

                                                                                                  Dashboards in CRM represent your data in graphical format, allowing you to take a quick glance at various important metrics for your business. They consist of the following types of components: charts, ...
                                                                                                • CRM App Settings

                                                                                                  Change Theme To change the color theme Tap the icon in the Zoho CRM app. Tap Settings. Select a color theme from the Themes section of the Settings page. The theme will be applied across the app. Configure Calendar Settings Tap the icon in the Zoho ...
                                                                                                • Zoho CRM App Settings For Android

                                                                                                  Change Theme To change the color theme In your Zoho CRM app, go to Settings. On the Settings page, under Themes, select the desired colour theme. The chosen theme is applied across the app. Choose Fonts In your Zoho CRM app, go to Settings. On ...
                                                                                                • Actions performed on records

                                                                                                  Creating records New records can be added to any module of your choice. If you're creating records in the Leads and Contacts modules, you'll also have the option to import from your address book. To create a record Open the module in which you want ...
                                                                                                Wherever you are is as good as
                                                                                                your workplace



                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                  CRM Tips

                                                                                                  Make the most of Zoho CRM with these useful tips.

                                                                                                    Zoho Show Resources